Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility…
Install Portfolio Hedging
$ npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence portfolio-hedging --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging .claude/skills/portfolio-hedging && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "portfolio-hedging" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging into .claude/skills/portfolio-hedging/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-hedging", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedgingType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence portfolio-hedging --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging .agents/skills/portfolio-hedging && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "portfolio-hedging" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging into .agents/skills/portfolio-hedging/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-hedging", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence portfolio-hedging --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging .cursor/skills/portfolio-hedging && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "portfolio-hedging" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging into .cursor/skills/portfolio-hedging/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-hedging", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/agentii-ai/agentii-investment-intelligence.git --path plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence portfolio-hedging --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging .gemini/skills/portfolio-hedging && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "portfolio-hedging" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging into .gemini/skills/portfolio-hedging/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-hedging", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install agentii-ai/agentii-investment-intelligence portfolio-hedgingInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging .github/skills/portfolio-hedging && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "portfolio-hedging" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging into .github/skills/portfolio-hedging/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-hedging", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence portfolio-hedging --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging .opencode/skills/portfolio-hedging && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "portfolio-hedging" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging into .opencode/skills/portfolio-hedging/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "portfolio-hedging", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
portfolio-hedging- GitHub stars
- 207
- Token cost
- ~876 tokens
- SKILL.md length
- 298 words
- Files
- 4 (incl. references)
- Skills in repo
- 79
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility…
- Works in 3 steps: Strategy Framework — apply L3 frameworks… → Analogue Retrieval — query historical… → Quantitative Analysis — compute relevant…
- Business, Finance & HR work in your project
- SKILL.md covers Defaults, Preflight, Methodology and Preflight, plus 11 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Portfolio Hedging is an agent skill from agentii-ai/agentii-investment-intelligence. portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility hedging
Its SKILL.md is about 880 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/knowledge-frameworks.md`, `references/modes.md` and `references/wsp-methodology.md`).
It sits in Business, Finance & HR. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.
When your agent uses it
- Business, Finance & HR work in your project
Example prompts
- “/portfolio-hedging”
Workflow steps
3 steps, taken from the first numbered list in SKILL.md.
- Strategy Framework — apply L3 frameworks from references/knowledge-frameworks.md
- Analogue Retrieval — query historical cases matching the strategy pattern
- Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks
What it can do on your machine
Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Portfolio Hedging loads about 876 tokens when it runs, and up to ~2.9k if it reads all its reference files. Until then it costs about 55 tokens; SKILL.md has 298 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 298 words, ~876 tokens.
Download SKILL.mdSave it as
.claude/skills/portfolio-hedging/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- portfolio-hedging
- description
- portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility hedging
- multi_ticker_semantics
- target_with_optional_peers
- temporal_scope.default_quarters
- 8
- temporal_scope.max_quarters
- 20
- temporal_scope.description
- 8 quarters for portfolio construction; 20 for strategy backtesting.
- retrieval_scope
- structured_only
- min_tool_diversity
- 4
- parameter_free
- true
Defaults
| Parameter | Default Value | Rationale |
|---|---|---|
| parameter_free | true | This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter |
Preflight
Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
Query knowledge entries for relevant frameworks; query search_by_analogue for historical cases.
Temporal Scope
See frontmatter temporal_scope block.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
See ## Protocol section below.
Portfolio Hedging
Portfolio strategy analysis powered by spec 037 L3 knowledge base.
Preflight
Run the canonical pre-flight sequence. See contracts/preflight.md.
Data Source Priority
- Knowledge entries (L3 strategy frameworks) → 2.
search_by_analoguefor strategy cases → 3. XBRL facts (position/portfolio context)
Protocol
- Strategy Framework — apply L3 frameworks from
references/knowledge-frameworks.md - Analogue Retrieval — query historical cases matching the strategy pattern
- Quantitative Analysis — compute relevant metrics using XBRL + knowledge frameworks
Methodology
Retrieval Scope
structured_only
Retrieval Strategy
Query gold.knowledge_entries for frameworks; query search_by_analogue for historical cases.
Temporal Scope
See frontmatter temporal_scope.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
See ## Protocol section below.
Output File
{ticker}/{YYYY-MM-DD_HHMM}_portfolio-hedging_{affix}.md
Output Structure
- Executive Summary — key findings in 2-3 sentences
- Framework Analysis — applied frameworks with specific findings
- Quantitative Metrics — relevant calculations and benchmarks
- Historical Analogues — matched cases with citations
- Risk Assessment — key risk factors and mitigants
- Coverage Gaps — data limitations and degraded flags
- Executive Summary 2. Strategy Framework 3. Quantitative Analysis 4. Historical Analogues 5. Risk Assessment 6. Scenarios
Error Handling
| No L3 frameworks available | Proceed with standard analysis; flag knowledge_coverage: degraded |
Final Summary (TUI)
Include ### Key Citations block (0–10 /v/ URLs).
Memory Load
Load prior context before retrieval. See contracts/memory-load.md.
Snapshot
Post-session synthesis. See contracts/snapshot-synthesis.md.
Output Frontmatter
Structured output per contracts/output-frontmatter-schema.md.
References
references/knowledge-frameworks.md, contracts/citation-and-memory.md
© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 3 other files (references) in plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging of agentii-ai/agentii-investment-intelligence.
- SKILL.md
- references/knowledge-frameworks.md
- references/modes.md
- references/wsp-methodology.md
Open the folder on GitHubat commit 86980e1
Compare with similar skills
Portfolio Hedging next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Portfolio Hedging this skillagentii-ai/agentii-investment-intelligence | 207 | — | ~876 | Automated safety check: Pass | Apache-2.0 | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
Similar skills
Theme Detector
tradermonty/claude-trading-skills
Detect and analyze trending market themes across sectors. An agent skill from tradermonty/claude-trading-skills.
Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
Stock API
zhangxiangliang/stock-api
Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.
Itr Wala
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
Tushare Data
zillionare/zillionare
面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求，转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。
More from agentii-ai/agentii-investment-intelligence
All 79 skills in this repoChallenge
agentii-ai/agentii-investment-intelligence
Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion…
Chart Patterns
agentii-ai/agentii-investment-intelligence
Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step…
Clarify
agentii-ai/agentii-investment-intelligence
The research-domain clarification skill — find underspecified items in a thesis spec.md (prose wrongif, universe rows without rationale, missing budget/expiry/pins, ambiguous pillars), ask the human…
Constitution
agentii-ai/agentii-investment-intelligence
Scaffold and amend the L1 Investment Constitution — [ALLCAPS] placeholder bootstrap, SemVer bump rules, Sync Impact Report, MINOR/MAJOR re-examination dispatch after the gate-5 budget confirm.
Converge
agentii-ai/agentii-investment-intelligence
Append-only gap closure and the cadence engine for research theses.
Implement
agentii-ai/agentii-investment-intelligence
Execute research tasks — checklist soft gate, phase dispatch with explicit thesisdir, budget enforcement (halt + approval card on overrun), skillpin recording (versionhash content-hashed per skill…
Related
Categories
Questions about Portfolio Hedging
What does Portfolio Hedging do?
portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility…. Portfolio Hedging is an agent skill from agentii-ai/agentii-investment-intelligence.
When should I use Portfolio Hedging?
Portfolio Hedging fits situations like: business, Finance & HR work in your project.
How do I install Portfolio Hedging in Claude Code?
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging in agentii-ai/agentii-investment-intelligence) into .claude/skills/portfolio-hedging in your project. Claude Code loads it when a task matches its description.
How do I install Portfolio Hedging in Codex?
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a codex`. Or copy the skill folder (plugins/vertical-plugins/portfolio-strategy/skills/agentii/portfolio-hedging in agentii-ai/agentii-investment-intelligence) into .agents/skills/portfolio-hedging in your project. Codex loads it when a task matches its description.
Can I use Portfolio Hedging in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill portfolio-hedging -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/portfolio-hedging, .gemini/skills/portfolio-hedging, .github/skills/portfolio-hedging and .opencode/skills/portfolio-hedging in your project.
What does Portfolio Hedging need to run?
SKILL.md names no scripts, command-line tools or credentials: Portfolio Hedging is instructions for the agent only.
Does Portfolio Hedging access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Portfolio Hedging safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Portfolio Hedging use?
Portfolio Hedging is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Portfolio Hedging use?
About 876 tokens (SKILL.md is roughly 3.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.1k tokens, read only when the agent opens those files.
What are the alternatives to Portfolio Hedging?
Skills that share tags, products or a category with Portfolio Hedging: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Portfolio Hedging?
agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.
Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.